Contact our technical support help desk at
1.800.366.4673. Representatives are available between
7:00 a.m. to 5:30 p.m. CDT, Monday through Friday.
This website is designed to facilitate the transmission
of mutual fund data, account information and sales
and educational materials to investment professionals.
By accessing this site you are verifying that you are an
Crowdfunding is gaining popularity and paving the way for the next generation of giving. Explore how this new form of fundraising is capturing the attention and dollars of younger generations while traditional nonprofits are struggling.
Federal Reserve announces another rate increase
The U.S. Federal Reserve's (Fed) policy-making committee increased the benchmark federal funds interest rate to 1.00%, a 0.25-percentage-point increase.
Bridge the Gap℠
There used to be a time when cash ruled the roost. When a healthy wallet was packed with a selection of bills: some ones and fives and a few twenties, and if things were really going well a nice crisp $100.
Webcasts / 03.03.17
Create Productive Referral Relationships with Centers of Influence
Replay now available
Next Gen Advisor
Why Millennials don’t want to become financial advisors
Discover why Millennials seem uninterested in becoming financial planners, the biggest barriers standing in their way and how can you clear these hurdles to ensure a stream of top-level talent.
Framing conversations about money
Don’t get caught in the trap of communicating to just one generation’s style. Whether you want to discuss investments, retirement plans or when to bring family members into the conversation, the questions asked can set you up for success.
We stand for a legacy of expertise, focused on delivering strong, long-term results. Our name reflects our progressive product offerings and growing global presence as we continue to adapt to the needs of investors.